Equity Investing

Managing an equity portfolio for long-term performance requires a thorough understanding of market conditions, coupled with a prudent investment strategy.

We employ a disciplined approach when it comes to buying and selling equity positions in your portfolio. This approach begins with our research team identifing core and alternative investment choices and then monitoring those choices over time to ensure they are performing according to our expectations.

Our investment advisors are guided by our investment philosophies and strategies within each of these major asset classes.

Equity Philosophy

The objective of the equity management mandate is to secure risk adjusted returns greater than that of the Standard and Poors 500 Index. To achieve that objective, we use a disciplined Growth-at-a-Reasonable-Price (GARP) style of equity management.

Growth: For our portfolios to consistently provide excellent risk adjusted returns, we focus on high quality, well-managed companies trading at reasonable valuations. These companies should be led by shareholder-oriented management that builds leading brand franchises in the products and services it markets. Investors normally realize investment growth from the long-term compounding of companies’ earnings and dividend growth over a market cycle.